Great video as always Marty! At 7:30, in the order of recipients, if you kept all the recipients as "1" and didn't change the order to "1, 2, 3" they would all receive the Docusign at the same time. They wouldn't have to wait for the previous person to complete their signing.
Thank GOD for you Marty. This is incredibly helpful, thank you for you time in creating this content. Sharing this link to my whole brokerage!! Question: So once the document is signed in DocuSign, could you share the process on getting it into Command? Is it just as simple as downloading and uploading for now?? Thanks for the help!
question on this, if you have a minute to answer. When i click on the document to begin editing, the blue tab at the top you get where you can just begin editing doesn't appear on mine. When i click edit it only allows me an option to separate pages of a document. Is there something i am missing here? thank you!!!
Hi Marty! I have a question-- I am an agent at two different offices. Texas and Louisiana. When I click to add documents from DocuSign forms, it pops up with me having to type my NRDS number in. I can bypass that but the only office for me to choose documents from is my Louisiana office. Do you know how I can get both offices documents in my DocuSign? Thank you!
Do you know if the details will eventually pull in from the opportunity/contact so we don't have to enter information in multiple places? Also, will there be an update later to allow signings in any order, like Dotloop did?
I had to upload my documents manually in Docusign, however now it does not allow me to edit when I click on edit it does not open the document for changes. Please assist
Did you notice when you clicked over to Donald or your view the title company you entered was no longer visible? This is what our team is having an issue with.